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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $166,964 | $127,100+31.4% | $105,738+57.9% | $135,379+23.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 76.3%+23.7pp | 82.6%+17.4pp |
| Annual return | -5.76% | 4.49%-10.3pp | 6.27%-12.0pp | 519.79%-525.6pp |
| Employer contribution / active EE | $6,500 | $4,107+58.3% | $3,268+98.9% | $4,779+36.0% |
| Participant deferral / active EE | $0 | $5,064-100.0% | $4,080-100.0% | $5,609-100.0% |
| Admin fee / account holder | $5,300 | $9,087-41.7% | $6,913-23.3% | $10,828-51.1% |